Founder, Leader, Mentor
Philip B. Smith (1936 - 2016)
35+ years of international experience in global risk and insurance leadership. Active in PE, VC, and InsureTech advisory and capital raising work.
Human resources, leadership, workforce development, M&A.
Alice V. Clark
Insurance, business and estate planning, and investments.
Economic and financial research, investment management, and hedge funds.
Janet F. Levitt
Venture capital, charitable foundations, medical research and development, and alternative investments.
West Coast liaison. Venture capital and private equity funds, enterprise and digital media companies, charitable foundations, and non-profit organizations (Children’s Hospital, medical, subsidized housing, horticultural foundations, Junior League) governance and financing for private companies.
Global risk due diligence for venture capital and private equity investments.
Media strategy and operations, corporate communications.
Corporate and private banking, capital markets, insurance, and alternative investments.